How to Use the Cardly MCP in LlamaIndex

Q: How do I connect Cardly to LlamaIndex?

Install llama-index-tools-mcp. Wrap the endpoint in BasicMCPClient and generate your tools using McpToolSpec.

Q: Can LlamaIndex search through my Cardly contacts?

Yes. The agent calls findcontact and indexes the returned record so you can ask natural language questions about that person later.

Q: How do I filter which Cardly tools LlamaIndex sees?

Pass an allowedtools list when configuring your agent. You might restrict it to just read-only operations like listcardartwork.

Index physical greeting card designs and contact lists directly into your LlamaIndex RAG applications.

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Connect Cardly MCP to LlamaIndex

Create your Vinkius account to connect Cardly to LlamaIndex and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Cardly with LlamaIndex

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Index Cardly artwork for semantic search

The `list_card_artwork` tool pulls every available greeting card design into your LlamaIndex knowledge base. Your application embeds these descriptions so users query for 'birthday cards with dogs' and get exact matches based on the actual inventory. Instead of hallucinating designs, the agent grounds its answers in real API data. Running `get_artwork_details` fetches specific metadata about the chosen card, which gets added to the session context.

Query contact lists via LlamaIndex

Executing `list_contact_lists` allows your system to map out your entire address book structure. LlamaIndex stores these list names and IDs, letting the agent know exactly where to put new entries. When a user asks to add someone, the agent searches its index to find the right destination. It then calls `add_contact_to_list` with the correct, verified list ID.

Ground orders in MCP Server data

Calling `preview_greeting_card` generates a mockup URL that your RAG pipeline stores for user review. The agent uses this historical context to confirm what the card looks like before doing anything permanent. Once approved, it executes `place_greeting_card_order` to ship the physical item. The transaction record becomes another searchable node in your LlamaIndex vector store for future audits.

Setup guide

Set up Cardly MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Cardly MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Cardly tools.",
)
response = await agent.run("List recent Cardly data")

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cardly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Cardly MCP in LlamaIndex

Install `llama-index-tools-mcp`. Wrap the endpoint in `BasicMCPClient` and generate your tools using `McpToolSpec`.

Yes. The agent calls `find_contact` and indexes the returned record so you can ask natural language questions about that person later.

It turns volatile API responses into persistent, searchable knowledge. Your agent remembers the output of `get_account_info` across different chat sessions.

Pass an `allowed_tools` list when configuring your agent. You might restrict it to just read-only operations like `list_card_artwork`.

Vinkius handles authentication via ephemeral, zero-trust endpoints. Mailing addresses and recipient names pass through an isolated environment that vanishes the moment the API call completes.

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